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Adding an Opportunity for an Existing Lead

Last post 08-11-2011 1:41 PM by Method_Michael. 1 replies.
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  • 08-11-2011 1:36 PM

    • s.white
    • Top 200 Contributor
    • Joined on 11-17-2010
    • Central/Upstate NY
    • Posts 22

    Adding an Opportunity for an Existing Lead

    When adding an opportunity for an exisiting lead, I find it confusing.

    If you start from the lead edit screen and click to add an opportunity (or just add a new opportunity from the opportunity list), you get three choices - "Existing Customer", "New Lead", "New Customer".  There is no choice for "Existing Lead".

    I understand that the "Exisiting Customer" choice is meant to be used for both Leads and Customers (if you click the arrow and look at the dropdown it does say "Customer Lead" next to the Leads and just "Customer" next to the Customers) but the caption does not lend itself to what it actually means or does. 

    I have a request to have you change the Caption next to the Radio Button that says "Existing Customer" to read "Existing Customer/Lead" to make this more clear.

    Thanks.

     

  • 08-11-2011 1:41 PM In reply to

    Re: Adding an Opportunity for an Existing Lead

    Answer

    s.white- That is a good suggestion, I will bring it up in the Weekly Method Team meeting.

    Thanks!

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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